4/26/2024 | Yousif Capital Management LLC | 25,131 | $2.52M | 0.0% | -1.7% | 0.044% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 8,715 | $873K | 0.5% | +12.7% | 0.015% | |
4/25/2024 | New York State Teachers Retirement System | 60,311 | $6.04M | 0.0% | -10.9% | 0.107% | |
4/25/2024 | Eudaimonia Partners LLC | 8,189 | $820K | 0.2% | -2.3% | 0.014% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 14,172 | $1.42M | 0.0% | +2.8% | 0.025% | |
4/24/2024 | Zhang Financial LLC | 2,000 | $200K | 0.0% | N/A | 0.004% | |
|
4/24/2024 | Verity & Verity LLC | 368,985 | $37K | 0.0% | N/A | 0.653% | |
4/23/2024 | Louisiana State Employees Retirement System | 15,300 | $1.53M | 0.0% | +2.7% | 0.027% | |
4/23/2024 | Amalgamated Bank | 36,431 | $3.65M | 0.0% | +7.4% | 0.065% | |
4/23/2024 | Fifth Third Bancorp | 3,770 | $377K | 0.0% | +3.3% | 0.007% | |
4/23/2024 | Hunter Perkins Capital Management LLC | 62,381 | $6.25M | 1.3% | N/A | 0.110% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 63,276 | $6.34M | 0.0% | -43.6% | 0.112% | |
4/22/2024 | Raymond James & Associates | 405,105 | $40.56M | 0.0% | +6.8% | 0.717% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 2,647 | $265K | 0.1% | N/A | 0.005% | |
4/19/2024 | Handelsinvest Investeringsforvaltning | 1,853 | $186K | 0.1% | -34.2% | 0.003% | |
4/18/2024 | State of Michigan Retirement System | 13,079 | $1.31M | 0.0% | +2.3% | 0.023% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,331 | $133K | 0.0% | +14.5% | 0.002% | |
4/18/2024 | Claro Advisors LLC | 7,609 | $762K | 0.1% | +54.7% | 0.013% | |
4/18/2024 | Diversified Trust Co | 33,809 | $3.39M | 0.1% | +36.4% | 0.060% | |
4/17/2024 | Saratoga Research & Investment Management | 2,526 | $253K | 0.0% | -7.3% | 0.004% | |
4/16/2024 | Calton & Associates Inc. | 9,848 | $986K | 0.5% | +140.7% | 0.017% | |
4/11/2024 | Ballentine Partners LLC | 3,962 | $397K | 0.0% | +32.3% | 0.007% | |
4/11/2024 | Wynn Capital LLC | 7,296 | $730K | 0.6% | -3.9% | 0.013% | |
4/10/2024 | Park Avenue Securities LLC | 3,016 | $302K | 0.0% | +18.7% | 0.005% | |
4/10/2024 | Selway Asset Management | 28,494 | $2.85M | 1.1% | -2.7% | 0.050% | |
4/10/2024 | Lantz Financial LLC | 14,784 | $1.48M | 0.5% | +0.8% | 0.026% | |
4/10/2024 | Bank of New Hampshire | 2,604 | $261K | 0.1% | -82.4% | 0.005% | |
4/9/2024 | Alaska Permanent Fund Corp | 14,525 | $1.45M | 0.0% | +209.4% | 0.026% | |
4/5/2024 | CWM LLC | 2,142 | $214K | 0.0% | -8.2% | 0.004% | |
4/4/2024 | Moody National Bank Trust Division | 6,011 | $602K | 0.0% | +115.1% | 0.011% | |
4/1/2024 | Confluence Investment Management LLC | 1,087,590 | $108.89M | 1.5% | N/A | 1.926% | |
3/29/2024 | Kapitalo Investimentos Ltda | 1,837 | $174K | 0.0% | -72.6% | 0.003% | |
3/27/2024 | Nomura Holdings Inc. | 15,200 | $1.44M | 0.0% | -116.0% | 0.027% | |
3/26/2024 | HighPoint Advisor Group LLC | 4,543 | $430K | 0.0% | N/A | 0.008% | |
3/25/2024 | Quadrature Capital Ltd | 20,100 | $1.91M | 0.0% | -25.8% | 0.036% | |
3/22/2024 | PNC Financial Services Group Inc. | 21,248 | $2.01M | 0.0% | +34.2% | 0.038% | |
3/11/2024 | Vanguard Group Inc. | 5,807,482 | $550.38M | 0.0% | +0.8% | 10.297% | |
3/5/2024 | Fisher Asset Management LLC | 113,100 | $10.72M | 0.0% | +0.7% | 0.201% | |
3/1/2024 | Creekmur Asset Management LLC | 281 | $27K | 0.0% | N/A | 0.000% | |
2/28/2024 | American International Group Inc. | 71,753 | $6.80M | 0.0% | -4.5% | 0.127% | |
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2/22/2024 | Sierra Summit Advisors LLC | 2,940 | $279K | 0.1% | N/A | 0.005% | |
2/16/2024 | Security National Bank of SO Dak | 8,970 | $850K | 0.6% | +2.7% | 0.016% | |
2/14/2024 | Mairs & Power Inc. | 369,884 | $35.05M | 0.4% | -2.4% | 0.655% | |
2/14/2024 | Southernsun Asset Management LLC | 323,100 | $30.62M | 3.5% | -9.3% | 0.572% | |
2/14/2024 | Northwest Wealth Management LLC | 3,890 | $369K | 0.1% | +38.7% | 0.007% | |
2/14/2024 | Neuberger Berman Group LLC | 4,896 | $464K | 0.0% | +7.7% | 0.009% | |
2/14/2024 | Quadrature Capital Ltd | 20,100 | $1.91M | 0.0% | -25.8% | 0.036% | |
2/14/2024 | Scout Investments Inc. | 88,690 | $8.41M | 0.2% | -24.1% | 0.157% | |
2/14/2024 | Security National Bank | 500 | $47K | 0.0% | N/A | 0.001% | |
2/14/2024 | Harvest Investment Advisors LLC | 13,204 | $1.25M | 1.0% | +2.4% | 0.023% | |
2/14/2024 | AdvisorShares Investments LLC | 35,824 | $3.40M | 0.8% | +38.0% | 0.063% | |
2/14/2024 | CenterBook Partners LP | 15,886 | $1.51M | 0.2% | N/A | 0.028% | |
2/13/2024 | Morningstar Investment Services LLC | 8,917 | $855K | 0.0% | +101.9% | 0.016% | |
2/13/2024 | American International Group Inc. | 71,753 | $6.80M | 0.0% | -4.5% | 0.127% | |
2/13/2024 | RWWM Inc. | 90,339 | $8.56M | 1.0% | N/A | 0.160% | |
2/13/2024 | Capital World Investors | 6,757,911 | $640.45M | 0.1% | +2.4% | 11.967% | |
2/13/2024 | Silver Heights Capital Management Inc | 221,338 | $20.98M | 8.1% | +0.7% | 0.392% | |
2/13/2024 | The Manufacturers Life Insurance Company | 2,419,038 | $229.25M | 0.1% | -2.4% | 4.284% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 8,840 | $838K | 0.1% | +139.0% | 0.016% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 13,360 | $1.27M | 0.1% | -21.7% | 0.024% | |
2/12/2024 | Lcnb Corp | 2,808 | $266K | 0.1% | +11.7% | 0.005% | |
2/12/2024 | Capstone Investment Advisors LLC | 2,353 | $223K | 0.0% | N/A | 0.004% | |
2/12/2024 | TFO Wealth Partners LLC | 2,046 | $194K | 0.0% | +204,500.0% | 0.004% | |
2/12/2024 | Treasurer of the State of North Carolina | 23,909 | $2.27M | 0.0% | +1.0% | 0.042% | |
2/12/2024 | Olympiad Research LP | 2,677 | $254K | 0.2% | -26.6% | 0.005% | |
2/12/2024 | Stifel Financial Corp | 77,626 | $7.36M | 0.0% | +4.3% | 0.137% | |
2/12/2024 | TD Asset Management Inc | 140,779 | $13.34M | 0.0% | +8.3% | 0.249% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 36,039 | $3.42M | 0.0% | -0.4% | 0.064% | |
2/12/2024 | Hsbc Holdings PLC | 18,347 | $1.74M | 0.0% | +88.4% | 0.032% | |
2/9/2024 | Intech Investment Management LLC | 4,150 | $393K | 0.0% | -52.1% | 0.007% | |
2/9/2024 | Advisory Services Network LLC | 25,369 | $2.40M | 0.1% | +3.9% | 0.045% | |
2/9/2024 | Neuberger Berman Group LLC | 4,896 | $464K | 0.0% | +7.7% | 0.009% | |
2/9/2024 | Orion Portfolio Solutions LLC | 13,732 | $1.24M | 0.0% | -15.7% | 0.024% | |
2/9/2024 | Commerce Bank | 11,329 | $1.07M | 0.0% | +90.6% | 0.020% | |
2/9/2024 | US Bancorp DE | 9,060 | $859K | 0.0% | -6.8% | 0.016% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 13,791 | $1.31M | 0.0% | +9.0% | 0.024% | |
2/9/2024 | Ontario Teachers Pension Plan Board | 19,137 | $1.81M | 0.0% | -45.7% | 0.034% | |
2/9/2024 | Davis R M Inc. | 38,103 | $3.61M | 0.1% | -58.9% | 0.067% | |
2/9/2024 | Franklin Resources Inc. | 62,109 | $5.89M | 0.0% | +0.9% | 0.110% | |
2/9/2024 | GW&K Investment Management LLC | 393,651 | $37.31M | 0.3% | -4.9% | 0.697% | |
2/9/2024 | Quest Partners LLC | 3,329 | $315K | 0.1% | N/A | 0.006% | |
2/9/2024 | Trexquant Investment LP | 15,812 | $1.50M | 0.0% | N/A | 0.028% | |
2/9/2024 | Corient Private Wealth LLC | 13,701 | $1.30M | 0.0% | -9.9% | 0.024% | |
2/9/2024 | Wells Fargo & Company MN | 306,963 | $29.09M | 0.0% | +4.9% | 0.544% | |
2/9/2024 | Beutel Goodman & Co Ltd. | 2,219,618 | $210.35M | 1.1% | -0.3% | 3.931% | |
2/9/2024 | PNC Financial Services Group Inc. | 21,248 | $2.01M | 0.0% | +34.2% | 0.038% | |
2/9/2024 | Dynamic Technology Lab Private Ltd | 9,669 | $916K | 0.1% | +17.3% | 0.017% | |
2/9/2024 | Norges Bank | 128,390 | $12.17M | 0.0% | N/A | 0.227% | |
2/8/2024 | Brown Advisory Inc. | 372,071 | $35.26M | 0.0% | +1.6% | 0.659% | |
2/8/2024 | ARGA Investment Management LP | 9,761 | $925K | 0.0% | N/A | 0.017% | |
His win rate puts Warren Buffett to shame… (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
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2/8/2024 | Inceptionr LLC | 4,369 | $414K | 0.3% | N/A | 0.008% | |
2/8/2024 | Janney Montgomery Scott LLC | 5,466 | $518K | 0.0% | -27.2% | 0.010% | |
2/8/2024 | Goelzer Investment Management Inc. | 72,674 | $6.89M | 0.4% | +0.4% | 0.129% | |
2/8/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 4,999 | $452K | 0.0% | +17,753.6% | 0.009% | |
2/8/2024 | First United Bank & Trust | 425 | $40K | 0.0% | N/A | 0.001% | |
2/8/2024 | Massachusetts Financial Services Co. MA | 86,787 | $8.23M | 0.0% | +6.3% | 0.154% | |
2/7/2024 | Partnership Wealth Management LLC | 2,044 | $184K | 0.1% | N/A | 0.004% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,879 | $368K | 0.0% | -11.2% | 0.007% | |
2/7/2024 | Boston Partners | 1,151,182 | $108.79M | 0.1% | -35.0% | 2.039% | |
2/7/2024 | Principal Financial Group Inc. | 195,265 | $18.51M | 0.0% | -0.8% | 0.346% | |